EWA
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Elevate Wealth Advisory’s Yum! Brands YUM Stock Holding History

Elevate Wealth Advisory’s Portfolio YUM Stock Details YUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,202
Closed -$326K – 136
2025
Q2 		$326K Buy
2,202
+8
+0.4% +$1.17K 0.23% 56
2025
Q1 		$345K Buy
2,194
+1
+0% +$144 0.24% 56
2024
Q4 		$294K Buy
2,193
+1
+0% +$135 0.22% 55
2024
Q3 		$306K Hold
2,192
– – 0.23% 51
2024
Q2 		$290K Hold
2,192
– – 0.24% 51
2024
Q1 		$304K Buy
2,192
+524
+31% +$70K 0.26% 46
2023
Q4 		$218K Buy
+1,668
New +$208K 0.2% 56

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Elevate Wealth Advisory's YUM Position: Q3 2025 in Review

Elevate Wealth Advisory sold out of Yum! Brands (YUM) in Q3 2025, closing a stake of 2,202 shares — an estimated $326K sold.

Elevate Wealth Advisory first reported a position in YUM in Q4 2023 and held it in 7 quarters. The position peaked at $345K in Q1 2025. 1,327 funds tracked by Wall St. Rank hold YUM as of Q3 2025.

  • Elevate Wealth Advisory reported no remaining Yum! Brands position as of Q3 2025 after selling out during the quarter.
  • Elevate Wealth Advisory sold 2,202 Yum! Brands shares in Q3 2025, an estimated $326K.
  • Elevate Wealth Advisory first reported a position in Yum! Brands in Q4 2023 and held it in 7 quarters.
  • Elevate Wealth Advisory's Yum! Brands position peaked at $345K in Q1 2025.
  • 1,327 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2025.

Based on Elevate Wealth Advisory's 13F filing for Q3 2025, filed 24 Oct 2025.